Android Add

This screen allows you to add inventory quantity to your items.

Tap on Transactions > Add.

The Add screen will appear.

Note:

• Fields with an asterisk (*) are mandatory. Also, you can lock the field, refer to Android Pinning Data. The magnifying glass icon allows you to search for an item. It will navigate to the Search Items screen where you can search for items.
• You can use the keyboard to enter the information in any field. Or if you want to scan a barcode, use the barcode scanner. Tap on the Barcode symbol, the scanner will appear. Scan the barcode and the field will display the scanned barcode number.

• Site-Item/Category Restrictions - If the “Site-Item/Category filter” is enabled on the web application and "Working Sites" is set on the mobile application. 

• When you search for an item, the list will display the items that have no category and the items that fall in the working site and site-item category restrictions.
• Similarly, if a location is already selected, then only the following items will be displayed - items with no category and the items that fall in the working site and site-item category restrictions.
• An alert “Item category is not allowed at the site” will appear when you type any restricted site name on the Site field.

 

Adding an Inventory

1. Enter the item number or search for it. For more details, see the topic "search items on the view items screen".
2. The item description will automatically populate based on the details provided during item creation. This field will be read-only. In some cases, the site and location may also autofill.
3. Enter or select the site. For more information, refer to the search site topics.
4. Enter or select the location or container. For details, refer to "search locations".

• On selecting a container, the location field will get updated to Parent Container ID.

5. Enter the cost.
6. Provide the track-by details.
7. Enter or select the vendor/customer. For more information, refer to the search vendor /  search customer topic.
8. Enter or select the reference number.
9. Enter or select the customer number.
10. Input the quantity. The quantity field will be read-only and will be one if the item is tracked by a serial number,
11. Select the unit name.

12. Add any relevant notes.
13. Tap on the Save button.
14. The Summary button will display the number of transactions added. 

15. Tap on the Summary button to view the summary screen. It will list all the added transactions.